Job Details

JOB SUMMARY

This finance position is responsible for all Customer File Maintenance, maintaining customer account files, department reporting and providing administrative support to the Credit Department.

RESPONSIBILITIES

1. Performs all Customer File Maintenance including adding new accounts, term changes, address updates, tax codes, and sales territory changes.
2. Processes routine account deactivations for no sales in 6 months.
3. Processes all credit investigative reports including Experian, bank/trade credit requests and corporation/tax verifications for evaluation by credit staff.
4. Maintains customer files utilizing document management systems and hard copy filing.
5. Generates customer correspondence regarding file information.
6. Generates department reports as assigned and handles incoming driver calls.

QUALIFICATIONS

Education

1. High school degree or GED.

Experience

1. 3 years of administrative experience.

Professional Skills

1. Proficient in Microsoft Office software and customer database platforms.
2. Organization.
3. Time Management.
4. Verbal and written communication.

The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.